AFSL Client Money Policy



This template is a complete Client Money Policy that is easily customisable to your business. This template outlines the policies and procedures for managing your record-keeping, reconciliation and reporting in relation to client money. AFSL Holders have obligations under the Corporations Act 2001 to deal appropriately with client money and as such are required to have documented procedures to ensure these requirements are met.

These templates include all of the record-keeping, reconciliation and reporting requirements that must be dealt with by AFSL Holders under the Corporations Act.

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Go back to AFSL Compliance Documents and Policies.